# Organisation

The four tabs that decide what prints on a document: your profile and logo, your warehouses, your currencies, and your number series.

Organisation is the screen every document reads from. Your logo, address and registration print on the PDF, your base currency is the one every amount is recorded in, and your number series decide what an invoice is called. Set it up before you raise anything.

Go to **Settings > Finance > Organisation**. Four tabs: **Profile**, **Warehouses**, **Currencies** and **Number Series**.

## Profile

The Profile tab is grouped into five sections.

*The Profile tab of Organisation settings*

> **Warning:**
>
> **Base currency is set once and then fixed**
>
> Every amount already recorded is held in it, so changing it later would relabel your history rather than convert it. Once the workspace has transactions the field is locked, and the tooltip on it says so.

> **Note:**
>
> **Fiscal Year Start is a reporting boundary**
>
> It decides where a financial year begins for the reports that work in years. Changing it re-frames those reports; it does not move any transaction.

## Warehouses

Your stocking locations, their addresses, and which one is primary. A warehouse is offered on item stock, on stock adjustments and on anything that ships, so a location you have not created here cannot be picked anywhere else.

## Currencies

The currencies you can transact in, beyond your base currency, and the exchange rate held against each.

*The Currencies tab of Organisation settings*

![The Currencies tab of Organisation settings, headed Currencies above the line Manage the currencies used in your transactions, with a refresh button and a blue Currency button at the right. A table with columns NAME, SYMBOL, EXCHANGE RATE and ACTIONS lists GBP Pound Sterling carrying a Base badge at a rate of 1, then AED UAE Dirham, AUD Australian Dollar, CAD Canadian Dollar, CNY Yuan Renminbi, CZK Czech Koruna and EUR Euro, each with its symbol and its rate against the base.](https://www.sorviai.com/help/settings/organisation-currencies.png)

*The base currency carries the Base badge and a rate of 1; every other rate converts into it.*

A customer or vendor carries a currency, and a document takes it from the contact, so adding a currency here is the first step in invoicing abroad.

## Number Series

One row per document type, each with a prefix, a starting number and a restart rule.

*The Number Series tab of Organisation settings*

![The Number Series tab of Organisation settings, headed Number Series above the line Configure auto-numbering prefixes and sequences for your documents. A table has columns DOCUMENT TYPE, PREFIX, STARTING NUMBER, RESTART and PREVIEW. Rows read Credit Note with prefix CN- and preview CN-00020; Customer Payment, PAY-, PAY-00051; Employee, EMP-, EMP-00002; Escalate Ticket, ESC-, ESC-00001; Expense, EXP-, EXP-00069; and Inventory Adjustment, INV-ADJ-, INV-ADJ-00021. Every Starting Number reads 1 and every Restart reads Never. A Cancel and Save bar sits at the foot.](https://www.sorviai.com/help/settings/organisation-number-series.png)

*Preview is the column to watch: it shows exactly what the next document will be called.*

- **Go to Settings, Finance, Organisation, Number Series.**
- **Edit the prefix, starting number or restart rule on the row you want.**

  Rows are editable in place; there is no separate edit mode.
- **Check the Preview column.**

  It shows exactly what the next document will be called.
- **Select Save.**

  Only the rows you changed are sent.

> **Warning:**
>
> **Change numbering at a period boundary, not mid-year**
>
> A sequence that jumps or restarts has to be explained to whoever audits you. Changing the prefix affects new documents only, and nothing already issued is renumbered.

> **Tip:**
>
> **Give each document type its own prefix**
>
> Sharing one series between invoices and credit notes makes the invoice sequence look broken, because the gaps are the other document's numbers.